KC

Knuff & Co Portfolio holdings

AUM $345M
1-Year Est. Return 22.99%
This Quarter Est. Return
1 Year Est. Return
+22.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.09M
3
+$1.08M
4
TDOC icon
Teladoc Health
TDOC
+$913K
5
EA icon
Electronic Arts
EA
+$783K

Top Sells

1
+$1.99M
2
+$1.83M
3
+$1.74M
4
STZ icon
Constellation Brands
STZ
+$1.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$950K

Sector Composition

1 Technology 20.28%
2 Consumer Staples 17.88%
3 Healthcare 16.75%
4 Industrials 11.72%
5 Communication Services 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.02%
136
127
$21K 0.02%
277
128
$20K 0.01%
371
129
$19K 0.01%
600
-400
130
$18K 0.01%
300
+181
131
$18K 0.01%
1,500
-1,500
132
$13K 0.01%
100
133
$11K 0.01%
75
134
$11K 0.01%
+96
135
$11K 0.01%
114
136
$11K 0.01%
+200
137
$10K 0.01%
69
138
$9K 0.01%
72
139
$9K 0.01%
100
140
$9K 0.01%
689
141
$9K 0.01%
159
-6,133
142
$9K 0.01%
35
-840
143
$9K 0.01%
+50
144
$8K 0.01%
103
145
$8K 0.01%
127
146
$8K 0.01%
+50
147
$8K 0.01%
+55
148
$8K 0.01%
125
149
$8K 0.01%
292
150
$7K 0.01%
+50
4 5
6
7 8